Shikiar Asset Management’s Procter & Gamble PG Stock Holding History

Shikiar Asset Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Hold	1,690	–	–	0.07%	88
2025 Q4	$242K	Hold	1,690	–	–	0.06%	85
2025 Q3	$260K	Hold	1,690	–	–	0.07%	88
2025 Q2	$269K	Hold	1,690	–	–	0.07%	70
2025 Q1	$288K	Hold	1,690	–	–	0.09%	67
2024 Q4	$283K	Hold	1,690	–	–	0.08%	69
2024 Q3	$293K	Sell	1,690 -184	-10%	-$31.2K	0.08%	67
2024 Q2	$309K	Buy	1,874 +184	+11%	+$30.1K	0.08%	57
2024 Q1	$274K	Hold	1,690	–	–	0.08%	63
2023 Q4	$248K	Hold	1,690	–	–	0.08%	66
2023 Q3	$247K	Hold	1,690	–	–	0.09%	69
2023 Q2	$256K	Hold	1,690	–	–	0.08%	67
2023 Q1	$251K	Buy	+1,690	New	+$242K	0.09%	67
2022 Q3	$264K	Buy	2,090 +65	+3%	+$9.23K	0.11%	71
2022 Q2	$291K	Hold	2,025	–	–	0.11%	75
2022 Q1	$309K	Hold	2,025	–	–	0.09%	79
2021 Q4	$331K	Hold	2,025	–	–	0.08%	79
2021 Q3	$283K	Hold	2,025	–	–	0.08%	87
2021 Q2	$273K	Hold	2,025	–	–	0.08%	84
2021 Q1	$274K	Sell	2,025 -150	-7%	-$19.6K	0.09%	77
2020 Q4	$303K	Sell	2,175 -1,175	-35%	-$164K	0.11%	68
2020 Q3	$466K	Buy	3,350 +536	+19%	+$71.2K	0.18%	56
2020 Q2	$336K	Buy	2,814 +789	+39%	+$92K	0.15%	64
2020 Q1	$223K	Buy	2,025 +325	+19%	+$39K	0.15%	73
2019 Q4	$212K	Buy	+1,700	New	+$208K	0.07%	88
2016 Q3	–	Sell	-2,831	Closed	-$240K	–	113
2016 Q2	$240K	Sell	2,831 -149	-5%	-$12.2K	0.11%	96
2016 Q1	$245K	Buy	+2,980	New	+$240K	0.11%	98

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shikiar Asset Management's PG Position: Q1 2026 in Review

Shikiar Asset Management held its Procter & Gamble (PG) position steady in Q1 2026 at 1,690 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #88.

Shikiar Asset Management first reported a position in PG in Q1 2016 and has held it in 27 quarters since. The position peaked at $466K in Q3 2020. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Shikiar Asset Management held 1,690 shares of Procter & Gamble worth $244K as of Q1 2026.
Shikiar Asset Management left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.07% of Shikiar Asset Management's portfolio in Q1 2026, its #88 holding.
Shikiar Asset Management first reported a position in Procter & Gamble in Q1 2016 and has held it in 27 quarters since.
Shikiar Asset Management's Procter & Gamble position peaked at $466K in Q3 2020.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Shikiar Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.